UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN vs Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan compare
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|---|---|---|
Fund | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
Investment Plan | Growth | Growth | Growth | Growth | Growth |
Level of Risk | Low | Low | Low | Low | Very High |
Asset Size (Cr) | ₹9 Cr | ₹9 Cr | ₹9 Cr | ₹9 Cr | ₹36 Cr |
Min Investment | ₹10000 | ₹10000 | ₹10000 | ₹10000 | ₹5000 |
Min SIP Invesment | ₹200000 | ₹0 | ₹200000 | ₹200000 | ₹250 |
Min Addl Investment | ₹1000 | ₹1000 | ₹1000 | ₹1000 | ₹1000 |
Launch Date | 15 Jun 2007 | 15 Jun 2007 | 15 Jun 2007 | 15 Jun 2007 | 03 Oct 2017 |
Category | FMP | FMP | FMP | FMP | ELSS |
Fund Type | Close Ended | Close Ended | Close Ended | Close Ended | Close Ended |
Benchmark | CRISIL Liquid TRI | CRISIL Liquid TRI | CRISIL Liquid TRI | NIFTY SMALLCAP 100 TRI | |
Turn Over | % | % | % | % | 11% |
Expense Ratio | 0.03 | 0.03 | 0.03 | 0.03 | 1.42 |
Manager | Dwijendra Srivastava | ||||
ISIN Code | INF789F01GE7 | INF789F01GE7 | INF789F01GE7 | INF789F01GE7 | INF903JA1AX5 |
Exits Load | UTI Quarterly Interval Fund - I - Growth charges 1.0% of sell value;. There are no other charges./365 | UTI Quarterly Interval Fund - I - Growth charges 1.0% of sell value;. There are no other charges./365 | UTI Quarterly Interval Fund - I - Growth charges 1.0% of sell value;. There are no other charges./365 | UTI Quarterly Interval Fund - I - Growth charges 1.0% of sell value;. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|---|---|---|
1 Month | 0.44% | 0.44% | 0.44% | 0.44% | 7.16% |
6 Month | 3.01% | 3.01% | 3.01% | 3.01% | -3.24% |
1 Year | 6.52% | 6.52% | 6.52% | 6.52% | 4.82% |
3 Year | 6.18% | 6.18% | 6.18% | 6.18% | 22.03% |
5 Year | 4.83% | 4.83% | 4.83% | 4.83% | 37.07% |
SIP Return Analysis
Scheme Name | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|---|---|---|
6 Month | 0.71% | 0.71% | 0.71% | 0.71% | -3.93% |
1 Year | 4.24% | 4.24% | 4.24% | 4.24% | -15.78% |
3 Year | 5.83% | 5.83% | 5.83% | 5.83% | 11.73% |
5 Year | 5.43% | 5.43% | 5.43% | 5.43% | 21.21% |
Rolling Lumpsum Returns
Scheme Name | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|---|---|---|
1 Year | 6.96% | 6.96% | 6.96% | 6.96% | 15.19% |
3 Year | 7.34% | 7.34% | 7.34% | 7.34% | 24.65% |
5 Year | 7.73% | 7.73% | 7.73% | 7.73% | 21.83% |
Risk Management
Scheme Name | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|---|---|---|
Standard Deviation | 0.342% | 0.342% | 0.342% | 0.342% | 17.089% |
Sharp | -2.589% | -2.589% | -2.589% | -2.589% | 0.604% |
Beta | - | - | - | - | 0.806% |
Alpha | - | - | - | - | 0.237% |
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Fund Managers
Scheme Name | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|---|---|---|
Name | Dwijendra Srivastava | ||||
Total AUM | ₹14140 Cr | ||||
Funds Managed | 14 | ||||
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
Market Cap
Scheme Name |
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN |
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN |
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN |
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|---|---|---|
Others | 100 | 100 | 100 | 100 | 3.78 |
Small Cap | - | - | - | - | 89.41 |
Mid Cap | - | - | - | - | 6.81 |
Sector Allocation
Scheme Name |
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN |
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN |
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN |
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|---|---|---|
Others | 100 | 100 | 100 | 100 | 3.78 |
Communication Services | - | - | - | - | 6.75 |
Industrials | - | - | - | - | 21.35 |
Basic Materials | - | - | - | - | 12.61 |
Financial Services | - | - | - | - | 21.82 |
Technology | - | - | - | - | 7.53 |
Consumer Cyclical | - | - | - | - | 14.43 |
Healthcare | - | - | - | - | 9.26 |
Real Estate | - | - | - | - | 2.46 |
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